Personal Banker - Sales (1-3 yrs)

Job Summary:

As a Personal Banker, you will provide personalized banking services to customers, helping them achieve their financial goals. You will act as a trusted advisor, offering tailored solutions that fit each customer's unique needs while promoting the bank's products and services.

Responsibilities:

- Open new accounts, including checking, savings, and investment accounts, while ensuring compliance with banking policies.

- Actively promote various bank products such as loans, credit cards, and investment options to meet customers' financial objectives.

- Provide tailored financial advice based on individual customer needs, goals, and circumstances.

- Build and maintain strong relationships with customers to enhance customer satisfaction and loyalty.

- Conduct regular follow-ups with clients to ensure their ongoing financial needs are met.

- Collaborate with team members to achieve branch sales targets and improve overall customer experience.

- Stay updated on banking regulations and industry trends to provide accurate information and advice.

Skills Needed:

- Strong interpersonal and communication skills to effectively engage with customers and build rapport.

- Proven sales skills with a track record of meeting or exceeding targets.

- In-depth knowledge of banking products and services, including loans, savings, and investment options.

- Ability to analyze customer needs and provide tailored financial solutions.

- Strong organizational skills to manage multiple accounts and client interactions efficiently.

Qualifications:

- High school diploma required; bachelor's degree in Finance, Business, or a related field preferred.

- 1-3 years of experience in banking or customer service, preferably in a sales-oriented role.

- Relevant certifications (e.g., Certified Financial Planner, Series 7) are a plus.

- Proficient in using banking software and CRM systems.

For further information, kindly contact us:

Priyansi P | HR Team

phone/ WhatsApp: +91 8160174117